WME® Wealth Management Course Study Tools

Study Guide & Textbook Notes

Concise summary of the textbook in an easy to understand format. Interactive and searchable.

Flash Cards and Practice Exams

Classroom style instructional questions with explained answers.

Practice Case Studies & Questions

Multi-page case studies and practice questions.

Study Anywhere or Time

Home, office, cottage, or travelling - as long as you have an Internet connection. Available on desktop, laptop, Windows, Mac, tablets or iPad.

Read Me First! Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s). Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the WME® is www.csi.ca (CSI).

Speed up the learning process and have a deeper understanding of what you need to know! SeeWhy Learning offers you a three (3) step program to study for and successfully pass your WME exams 1 and 2.

WME1® Core Study

Flash Cards Quizzes Exam

Flash cards quickly teach you the “must know” concepts from the course.

Exam level multiple choice questions are similar to the real exam in terms of wording, difficulty and focus.

Flash Cards and Practice Exams are Interactive On-Line only, are not printable, and are not available in hard copy

3

WME® Case Studies

Practice & Mindset Training

$79.99

180 Days (6 months) Online Access

Listen to this audio for information

Case study mock exams that are similar to the real exam in terms of length, wording, difficulty and focus.

Ideal for students who used SeeWhy Learning’s study tools for Exam 1

Builds on your knowledge and prepares you for the case-based nature of Exam 2

The Case Study Practice Exams are Interactive On-Line only, are not printable, and are not available in hard copy.

WME® Case Studies

Plus WME1 Review

$149.99

180 Days (6 months) Online Access

Listen to this audio for information

For students who did not use our study tools for Exam 1, and may therefore require a better understanding of the material before attempting the very challenging case study exam!

On-line case study mock exams that are similar to the real case studies exam in terms of length, wording and difficulty.

Includes a selection of relevant Exam 1 content to brush upon your knowledge.

IMPORTANT Notice of User Agreement: Your order entitles access for one (1) person only Review our End User License Agreement - Click here for the full copy - that you agreed to during the purchase process.
Your SeeWhy Learning study centre was created for a single user and is not transferable to, or to be shared by, another user, whether it is used for the full subscription time period or part thereof.
Your subscription is effectively designed for your sole use and not to be shared. Sharing access will result in termination of your subscription. Please read the full User Agreement.

Textbook Study Notes

Available online and in printed format. Summary notes of the course textbook in a simple language format. Online version can be searched, bookmarked and full screen option. It cannot be printed.

Faster Learning

We’ve come up with a proven and effective study process that works. The SeeWhy Study Guides, Flash Cards, and Interactive Questions, will help you focus on the concepts that you need to be successful.

Exam Success

Gives you the best chance of success as it teaches you the fundamental concepts and tests you at an exam level.

Wealth Management Essentials® (WME®) and Wealth Management Financial Planner Supplement® Exam Preparation
The Wealth Management Essentials® Course (WME®), as offered by the Canadian Securities Institute (CSI) focuses on two critical elements of wealth management - Financial planning and Investment management. Successful completion of the WME® course fulfils IIROC's 30-month requirement for maintaining your securities license. It is also one very important step towards qualifying to write the Certified Financial Planner® (CFP®) exam. Our study materials are designed to help you pass the WME® exams, and do not constitute enrolment in the actual Wealth Management Essentials® Course itself.

Also available:

CIFC® IFIC® IFC® Mutual Funds Exam Preparation and Study NotesSuccessful completion of the "Mutual Funds" course, as offered by both CSI®/ICB® (Investment Funds in Canada® ~ IFC®) and IFSE® (Canadian Investment Funds Course® ~ CIFC®), satisfies the educational requirement necessary to sell Mutual Funds in Canada, as set out by the Mutual Fund Dealers Association (MFDA®). Our study materials are designed to help you pass the IFIC exam, and do not constitute enrolment in the actual Mutual Funds course itself.

Canadian Securities Course® (CSC®) Exam Preparation and CSC® Study Notes
*Our CSC® Study Tools are in-line with the most current Updates
The Canadian Securities Course® (CSC®), as offered by the Canadian Securities Institute (CSI), is the initial course required for becoming licensed to sell securities, like stocks and bonds, in Canada, as set out by IIROC. The CSC® can also be used to satisfy the educational requirement necessary to sell mutual funds in Canada, as set out by the Mutual Fund Dealers Association (MFDA). Our study materials are designed to help you pass the CSC® exams, and do not constitute enrolment in the actual Canadian Securities Course® itself.

Derivatives Fundamentals and Options Licensing® (DFOL®) Exam Preparation and DFOL® Study Notes
The Derivatives Fundamentals and Options Licensing® (DFOL®) is offered by CSI Canadian Securities Institute and is a one-step course that satisfies both educational requirements for becoming licensed to advise and sell options to clients in Canada, as set out by IIROC. The SeeWhy study materials are designed to help you pass the DFOL® exam, and do not constitute enrolment in the actual Derivatives Fundamentals and Options Licensing® course itself.

The Derivatives Fundamentals and Options Licensing® (DFOL®) is really two courses that are merged together, the Derivatives Fundamentals Course® (DFC®) and the Options Licensing Course® (OLC®). The first textbook in the DFOL® program covers the DFC® material. The second textbook in the DFOL® program covers all of the OLC® material. The SeeWhy Learning study tools cover each chapter in the DFOL® textbooks and explain many difficult concepts in clear, easy to understand language along with examples. The DFOL® has an application-oriented exam that is not evenly weighted between the two textbooks and we strongly recommend anyone considering the DFOL® course look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.

Options Licensing Course® (OLC®) Exam Preparation and OLC® Study Notes
The Options Licensing Course® (OLC®) is offered by CSI Canadian Securities Institute and satisfies the educational requirements for the second course to become licensed to advise and sell options to clients in Canada, as set out by IIROC. The OLC® is ideal for advisors that have already completed the Derivatives Fundamentals Course® (DFC®). The SeeWhy study materials are designed to help you pass the OLC® exam, and do not constitute enrolment in the actual Options Licensing Course® itself.

The SeeWhy Learning study tools cover each chapter in the OLC® textbook and explain many difficult concepts in clear, easy to understand language along with examples. The OLC® has an application-oriented exam and we strongly recommend anyone considering the OLC® look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.

Personal Financial Services Advice® (PFSA®) Course Preparation Study NotesThe Personal Financial Services Advice (PFSA®) course, one of the courses required to obtain the PFP, was created to strengthen your confidence and knowledge so that you can advise your financial services prospects and clients based on their individual needs and goals. The PFSA® escalates your communications skills and helps you build stronger and profitable client relationships and confidence in your ability to professionally advise them. PFP (Personal Financial Planner): The banking industry’s equivalent of CFP. To earn this designation, administered by the Institute of Canadian Bankers (ICB), bank/financial institution employees must complete a financial planning educational program and have a minimum of six months’ work experience.

Conduct and Practices Handbook® Exam (CPH®)The Conduct and Practices Handbook (CPH®) is a guide to understanding the rules, regulations, practices and ethics that will guide a career as an investment advisor or representative. Assists in meeting IIROC's proficiency requirements for licensing. Improves employability by gaining the education employers and regulators require.

Both the RIBO (Registered Insurance Brokers of Ontario) and OTL (Other Than Life) license allow you to sell home and auto insurance in Ontario, however the OTL qualifies you to be an Insurance Agent while the RIBO license qualifies you to be an Insurance Broker.

Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s) or exam. Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the CSC® is® is www.CSI.ca (CSI).